401(k) · DOL Form 5500 · 2024
Clarendon Investment Holdings 401(k) Plan
Data updated 2026-08-25
- $406K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $405,965
- Avg per participant High balance/head
Official DOL plan name: Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust · Sponsored by Clarendon Investment Holdings · Texas · Finance & Insurance
$406K in assets, 1 participants
Clarendon Investment Holdings's Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust reported $406K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #704 in Finance & Insurance (8,549 peers)
Clarendon Investment Holdings multi-year trail
Clarendon Investment Holdings's plans moved +47.0% in assets from 2022 to 2024; this filing shows Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust at $406K / 1 participant.
- #704
- in Finance & Insurance (8,549 peers)
- +19.7%
- assets growth YoY
Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$405,965 16th percentile higher than 16% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust reported net income rose from $31K in the plan year 2022 filing to $67K in the plan year 2024 filing.
- Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $276K in the plan year 2022 filing to $406K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 810884868 · Clarendon Investment Holdings PY 2024 · 401(k)
Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust · $406K · 1 · 16th
- EIN $406K
- EIN 1
- EIN 16th
- EIN 401(k)
- EIN near Caribbean Marketing Reps Retirement Plan
- EIN ind #704
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →
Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Clarendon Investment Holdings multi-year asset trail
Sponsor-wide plan assets over time
All Clarendon Investment Holdings plans reported in each filing year
- Latest sponsor-wide plan assets
- $406K 46.972148910828004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $276K |
| 2024 | 1 | 1 | $406K |
Clarendon Investment Holdings filing trail (2024)
| Total Assets (Beginning of Year) | $339K |
|---|---|
| Net Assets (End of Year) | $406K |
| Net Income | $67K |
| Employer EIN | 810884868 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Clarendon Investment Holdings 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Caribbean Marketing Reps Retirement Plan in PR ($406K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($406K here).
- Caribbean Marketing Reps Retirement Plan (PR) $406K · 93
- J Family Investments, Inc. 401(k) Plan (TN) $406K · 1
- Funbox, Inc. 401(k) Plan (VA) $406K · 8
- D3e Tsc Retirement Plan (SC) $406K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.